Sargent Bickham Lagudis LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sargent Bickham Lagudis LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$716,327
-33.4%
7,845
-39.9%
0.06%
-38.5%
Q3 2022$1,076,000
-76.5%
13,053
-74.7%
0.10%
-75.8%
Q2 2022$4,588,000
+458700.0%
51,532
+396300.0%
0.40%
Q1 2022$1,0000.0%130.0%0.00%
Q4 2021$1,000
-80.0%
13
-72.9%
0.00%
Q1 2021$5,0000.0%480.0%0.00%
Q4 2020$5,000
+150.0%
48
+182.4%
0.00%
Q2 2020$2,0000.0%170.0%0.00%
Q1 2020$2,000
-33.3%
170.0%0.00%
Q4 2019$3,0000.0%170.0%0.00%
Q3 2019$3,0000.0%170.0%0.00%
Q2 2019$3,0000.0%170.0%0.00%
Q1 2019$3,000
+50.0%
170.0%0.00%
Q4 2018$2,000
-33.3%
170.0%0.00%
Q3 2018$3,0000.0%170.0%0.00%
Q2 2018$3,0000.0%170.0%0.00%
Q1 2018$3,0000.0%170.0%0.00%
Q4 2017$3,0000.0%170.0%0.00%
Q3 2017$3,000
+50.0%
170.0%0.00%
Q2 2017$2,0000.0%170.0%0.00%
Q1 2017$2,0000.0%170.0%0.00%
Q4 2016$2,0000.0%170.0%0.00%
Q3 2016$2,000170.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 857,041$119,831,00016.58%
Noven Financial Group, Inc. 124,603$17,422,00011.11%
Palisades Hudson Asset Management, L.P. 117,331$16,405,0009.60%
Probity Advisors, Inc. 148,405$20,750,0007.83%
SONATA CAPITAL GROUP INC 61,979$8,666,0006.46%
HOME FEDERAL BANK OF TENNESSEE 77,836$10,883,0005.82%
NorthRock Partners, LLC 85,667$11,965,0005.01%
PHILLIPS FINANCIAL MANAGEMENT, LLC 138,297$19,814,0004.53%
Wolf Group Capital Advisors 39,414$5,511,0004.24%
Leicht Financial Planning & Wealth Management, Inc. 33,751$4,694,0004.04%
View complete list of ISHARES TR shareholders